Microsoft’s AI Code Dependency and Taiwan Semiconductor’s Market Dominance
Microsoft CEO Satya Nadella stated that as of last year, up to 30% of the company’s code is generated by artificial intelligence (AI), a figure expected to rise to 95% by 2030, according to CTO Kevin Scott. To ensure quality, Microsoft appointed Charlie Bell, former head of its security business, to oversee product quality, reporting directly to Nadella.
Taiwan Semiconductor Manufacturing Company (TSMC) plays a crucial role in this landscape, producing 60% of the world’s semiconductor chips, including 90% of advanced chips (7 nanometers or smaller). In 2025, TSMC reported revenue of $122.4 billion, a 35.9% increase from 2024, and maintains a 72% market share in chip manufacturing. The company projects a 30% revenue growth for 2026 with a 45% net profit margin.
TSMC is also expanding its manufacturing footprint internationally, with plans for six factories and two advanced packaging facilities in Arizona, as well as expansions in Japan and Germany, solidifying its position as a key player in the AI and tech industries.
